AICPA Names Goodman as Recipient of Financial Planning Award

The American Institute of CPAs named Michael Goodman, CPA/PFS, as the recipient of the 2014 Personal Financial Planning Distinguished Service Award. Goodman is founder of New York City-based Wealthstream Advisors, Inc.

Lyle Benson, CPA/PFS, chairman of the AICPA Personal Financial Planning Executive Committee, presented the award to Goodman today at the Institute’s Advanced Personal Financial Planning Conference in Las Vegas.

The AICPA’s PFP Distinguished Service Award is granted annually to a member who’s volunteer efforts has made significant contributions to the growth and advancement of the personal financial planning profession.

“Michael Goodman’s many contributions to the AICPA have added substantial value to our members,” said Jeannette Koger, and vice president of Member Specialization and Credentialing with the AICPA. “His efforts speaking at conferences and serving as a spokesperson for the CPA financial planning profession have helped raised awareness for the PFP section and the PFS credential.”

An active member of the AICPA for more than nine years, Goodman has served on the Institute’s PFP Executive Committee, Investments Committee and Financial Literacy Commission. One of his most significant contributions has been his extensive work with the PFP Conference Committee. As chair of the committee from 2009-2012 and an active member of the committee since 2006, Goodman helped to advance the conference offering by improving the conference agenda and attracting top industry speakers. His efforts have helped the conference to gain recognition as the best technical conference from experts within and beyond the CPA profession.

Goodman is a regular speaker at AICPA conferences, both leading sessions and serving as a panelist. He serves as a media spokesperson for the PFP/PFS communities, and has been quoted in media outlets including The Wall Street Journal, The New York Times, Accounting Today, CNN, and Investment News, which has helped to raise awareness of and further the reputation of the CPA financial planning profession.

He currently serves as a member of the PFP Conference and Investment Committees and is an active participant in several PFP Executive Committee initiatives, including a thought leadership panel, media advisory board. Goodman assists the AICPA in the mindful development of the profession’s future as a member of the PFP Executive Committee Next Generation Task Force.

Goodman currently lives on Long Island in New York with his wife and family.

About the AICPA’s PFP Section and CPA/PFS Credential

The AICPA’s Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy, and guidance for CPAs who specialize in providing estate, tax, retirement, risk management, and investment planning advice to individuals, families and business owners. The primary objective of the PFP Section is to support its members by providing resources that enable them to perform valuable PFP services in the highest professional manner.

The AICPA offers the PFS credential exclusively to CPAs who want to further demonstrate their expertise in personal financial planning through testing, experience and learning.